Determine whether or not a sale can be booked in Salesforce
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Is there a signed sales order?
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YES
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Book It!
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NO
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YES
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Is there a purchase order
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YES
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Have they previously signed a sales order?
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NO
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Need a sales order signed too, then...
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NO
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Did they purchase via eCommerce?
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YES
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Did you have an open opportunity in Salesforce already?
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YES
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Book it!
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NO
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NO
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YES
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There's no booking, sorry.
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NO
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Is it an account built in Salesforce and managed by you?
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YES
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Have you actively been engaged in the account, with current activity reflected in Salesforce?
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Sales Bookings
